iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionIntegrated Advisors Network LLC
Latest Disclosed Ownership75,710 shares
Latest Disclosed Value $ 8,563,514
Integrated Advisors Network LLC reports 9.91% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 28, 2026 - Integrated Advisors Network LLC filed a 13F-HR form disclosing ownership of 75,710 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $8,563,514 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 68,884 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 9.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 75,710 6,826 9.91 8,564 0.86 0.4494
2026-02-17 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 68,884 -10,013 -12.69 8,491 -10.86 0.3756
2025-11-12 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 78,897 7,502 10.51 9,524 21.17 0.4000
2025-08-12 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 71,395 -42,025 -37.05 7,861 -25.34 0.3549
2025-04-15 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 113,420 75,118 196.12 10,529 170.78 0.5312
2025-02-25 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 38,302 7,592 24.72 3,889 32.24 0.1858
2024-10-25 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 30,710 22,344 267.08 2,941 279.84 0.1390
2024-08-09 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,366 421 5.30 774 15.52 0.0396
2024-05-06 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,945 -14 -0.18 671 12.23 0.0341
2024-02-26 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,959 -96 -1.19 598 8.35 0.0338
2023-11-16 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,055 -1,213 -13.09 551 -15.62 0.0337
2023-07-14 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,268 -187 -1.98 653 8.11 0.0376
2023-05-08 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,455 210 2.27 604 11.85 0.0363
2023-02-02 2022-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 9,245 -660 -6.66 541 -5.76 0.0349
2022-11-08 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,905 -1,001 -9.18 573 -12.92 0.0389
2022-08-12 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 10,906 -1,225 -10.10 658 -29.02 0.0428
2022-05-02 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,131 -1,945 -13.82 927 -21.31 0.0544
2022-02-14 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,076 -1,793 -11.30 1,178 0.43 0.0695
2021-11-15 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,869 -293 -1.81 1,173 -0.17 0.0778
2021-08-06 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,162 -514 -3.08 1,175 8.20 0.0865
2021-05-17 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 16,676 5,193 45.22 1,086 48.16 0.0992
2021-02-12 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,483 8,779 324.67 733 17.28 0.0804
2020-11-09 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,704 -897 -24.91 625 -16.33 0.0790
2020-08-13 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,601 -16 -0.44 747 25.13 0.0876
2020-05-06 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,617 -30 -0.82 597 -15.44 0.1169
2020-02-06 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,647 3,647 706 0.0952
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.